BAB icon

Invesco Taxable Municipal Bond ETF

189 hedge funds and large institutions have $1.52B invested in Invesco Taxable Municipal Bond ETF in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 78 increasing their positions, 58 reducing their positions, and 16 closing their positions.

Holders
189
Holders Change
+2
Holders Change %
+1.07%
% of All Funds
3.3%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
20
Increased
78
Reduced
58
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GAM
26
Gould Asset Management
California
$12.3M +$445K +13,401 +4%
Barclays
27
Barclays
United Kingdom
$11.5M +$4.84M +145,811 +73%
BNP Paribas Financial Markets
28
BNP Paribas Financial Markets
France
$11.2M +$6.3M +189,913 +129%
MWM
29
Merriman Wealth Management
Washington
$8.61M +$8.61M +259,601 New
APWA
30
Atlas Private Wealth Advisors
New Jersey
$8.43M +$275K +8,294 +3%
MML Investors Services
31
MML Investors Services
Massachusetts
$8.06M +$1.51M +45,507 +23%
KCM
32
Karp Capital Management
California
$7.93M -$2.66M -80,121 -25%
CIAS
33
Capital Investment Advisory Services
North Carolina
$5.47M +$1.62M +48,694 +42%
Ameriprise
34
Ameriprise
Minnesota
$5.27M -$684K -19,954 -11%
Stifel Financial
35
Stifel Financial
Missouri
$5.06M +$3.89M +117,305 +335%
PG
36
Patten Group
Tennessee
$5.01M +$150K +4,515 +3%
PWM
37
PRW Wealth Management
Massachusetts
$5.01M +$5.01M +151,028 New
GC
38
Guggenheim Capital
Illinois
$5M +$1.3M +39,251 +35%
KC
39
Kingfisher Capital
North Carolina
$4.98M +$179K +5,409 +4%
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$4.64M -$4.85M -146,307 -51%
PWM
41
Paulson Wealth Management
Illinois
$4.3M +$133K +4,021 +3%
RGC
42
Roberts, Glore & Co
Illinois
$4.26M -$103K -3,092 -2%
CTB
43
Country Trust Bank
Illinois
$4.11M +$3.12M +94,000 +313%
AWP
44
Accretive Wealth Partners
New Jersey
$4.09M +$440K +13,254 +12%
ACM
45
Ascendant Capital Management
California
$3.98M +$3.98M +120,000 New
ACA
46
Atlas Capital Advisors
Wyoming
$3.97M +$3.97M +119,681 New
Osaic Holdings
47
Osaic Holdings
Arizona
$3.9M -$2.47M -74,561 -39%
AWM
48
AE Wealth Management
Kansas
$3.85M +$156K +4,705 +4%
ECM
49
Exchange Capital Management
Michigan
$3.74M +$79.1K +2,385 +2%
JPLA
50
Joseph P. Lucia & Associates
New York
$3.6M -$55.1K -1,660 -2%